Grange Capital, LLC
Firm details
- Headquarters
- Beaverton, Oregon
- CRD number
- 131699
- Registered since
- February 5, 2021
- Website
- www.grangecapital.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI77.36%
- Individuals17.13%
- Corporations / Businesses4.56%
- Pension & Profit Sharing Plans0.95%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Grange Capital, LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2021. The firm serves primarily individual and family clients and small businesses, offering financial planning and portfolio management. Its fees are charged as a percentage of assets under management and via hourly billing for advisory work. Grange is not positioned as a capital allocator and does not describe itself as an active ESG investor. Investment practice blends public funds and separately managed accounts with allocations to third-party alternative managers. The firm lists an industry affiliation as a real estate broker, which aligns with its use of real estate in alternative allocations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds30%
- Cash & Cash Equivalents24%
- Exchange Traded Equities21%
- US Government Bonds14%
- Other7%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 22Active vs passive
$69.5M in ETFs
95%
$66.1M
0%
$3.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND (VEU) | Vanguard | Passive | Foreign Large Blend | $10.4M | 125,507 | 14.98% |
Location
Beaverton, OR
Washington
Location
Beaverton, OR
Headquartered in Beaverton, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- Washington
- Address
- 6600 Sw 105th Ave
- Time zone
- PT (UTC-8)
- Office locations
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